The rules engine for AI agents.
Agentic trading is an AI agent proposing or placing trades. Allocait gives an AI trading agent your own written rules and checks each proposed trade against them.
Connect your agent
Allocait is open to early access users first. Request early access on the home page, and add the MCP server below once your account is ready.
Write your risk rules once, outside any prompt. Allocait checks your holdings and any proposed trade against them whenever an agent asks, the same way for every agent.
Allocait works with any app that supports MCP. It sends no market data, so your agent brings its own prices.
https://api.allocait.app/functions/v1/mcpAsk in plain words
Your agent works from the same rules and holdings you see in the app.
Before you trade
- “Using the prices in my statement, would buying 40 more ALFA take any of my rules out of range?” Checks every band and position size range, before and after, at the prices you give it.
- “DELT is at 63.40. How many shares fit my size range?” The share count that fits the range you set, and the cash it leaves.
After you trade
- “I sold 25 BRAV at 41.30 this morning. Update my holdings.” Saves the new share count and cash, so the next check starts from it.
- “Here’s my brokerage statement. Bring my positions up to date.” Reads each holding from the statement and saves them in one step.
Any day
- “Using the prices in my statement, am I still inside my bands?” Every class and position against its range, at the prices you give it.
- “Turn my notes into rules.” Drafts rules from the ranges you wrote and shows what changes before it saves.
Use Allocait from Claude
Claude reads your rules and holdings from Allocait and checks a change against them. Add Allocait once as a connector, then ask in plain words.
Once your account is ready, add the address above as a custom connector in Claude, sign in to Allocait and choose Read only or Read and change.
In Claude Code, run this once, then run /mcp in a session to sign in.
claude mcp add --transport http allocait https://api.allocait.app/functions/v1/mcp- Full steps for Claude and Claude Code: the connector steps in the documentation.
More than a SKILL.md
A skill file only handles instructions. Allocait provides the infrastructure.
- An app you can open: See the same rules, holdings and checks your agent works from.
- A server any agent calls: MCP and REST: Claude, ChatGPT, Codex or your own code share one set of rules.
- Saved between chats: Holdings, research values and monitors stay put, so nothing is pasted in again.
- Math done once: Allocait computes the percentages, so the same holdings and prices give the same answer.
Works with your agent and your broker
It works from Claude, ChatGPT, Codex and any other app that supports MCP, and over REST for your own code.
Use it beside any broker's MCP server: that server places the order, and Allocait checks the trade against your rules first.
What an agent cannot do
Allocait never places a trade, moves money or connects to your brokerage. The tools an agent gets have no call that reads your API keys or changes your billing.
- Claude trading bot rules: a CLAUDE.md line and a sample check for Claude and Claude Code.
- ChatGPT portfolio rules: connect ChatGPT and prompts to paste.
- AI trading bot risk management checklist: the controls that sit outside the model, and which one Allocait covers.
- AGENTS.md for trading bots: a block to paste into your bot so it checks before every order.
- Use with any MCP client: in the documentation.
- Run a check from a script: in the documentation.
Questions
What is agentic trading?
It is an AI agent proposing or placing trades. The agent decides what to propose; the person owns the rules it works within.
Does Allocait work with a broker MCP server?
Yes, beside it. The broker's server is where an order goes. Allocait holds your written rules and states where a proposed trade leaves your allocation and position sizes.
Does Allocait trade for me?
No. It connects to no brokerage, and the agent or you place any order elsewhere.
Which agents can use it?
Claude, ChatGPT, Codex and any other app that supports MCP, and your own code over REST.
Your rules, ready for any agent.
Works with Claude, ChatGPT, Codex and other apps that support MCP.
Request Early Access